Product collections allow a single product to be created that bundles fixed items with customer‑selected components, such as shades, colors or formulas. Once the collection is created, it may be invoiced with required and optional items chosen at the time of invoicing. The invoice displays one retail price for the full collection while each included item is still deducted from inventory, supporting customizable sets with accurate tracking.
A Collection is a special grouping of products that contains items that never change and variable items selected at the time of the sale for the individual customer (color, shade, fragrance, etc.).
When adding the product collection to an invoice, you will be prompted to select the variable products for that particular customer. The chosen products will then be automatically subtracted from inventory when purchased.
When a collection is purchased, the printed invoice will display the individual items from the collection, but only the total retail amount charged for the collection, not the cost of each item. You will then have the option to add any extra charges for packaging and other included items.
Steps:
Create a Product Collection
Before creating the collection, you'll want to ensure that you have created product profiles for all items that you'd like to track and/or display within the product bundle.
From the sidebar navigation, click 
Products then Product List.
- From the product list toolbar, select the new product button
then choose the itemize button 
. - Under Product Type, choose Collection.
-
Select the
Lookup button to search and add all products included in the collection that do not change (compacts, brushes, etc.). Seelct the
Group Lookup button to add each variable item decided at the time of purchase.
Tip: If you want the collection to contain more than one of the same type of products, enter the group name on more than one line. For example, if the collection includes three different eye colors, enter three line items with the group name Eye Color.
- The default quantity for each item is 1. To change, select the edit button
then update the Qty field. Select the save button
to save. - When finished adding items to the collection, select OK to save and close the Product Itemize form.
- Assign a part number and give it a description. For example, to create a filled Petite Palette, enter PETITE for the part number and Filled Petite Palette for the description.
- From the Category list drop-down, choose the category where you want the collection located.
- Under the Pricing section, enter the amount you will charge in the Retail/Cost field (or leave blank if you enter a custom price each time you add it to an invoice).
- If applicable, select the Taxable checkbox (or select the settings button
to access the tax settings for Canada). - Select the save button then choose Save (or Save and New to create another product).
Invoice a Product Collection
- Begin by creating a new invoice.
- Select the product lookup buttonto search and add a product collection to the invoice.
- From the Fill Collection pop-up, select from the available items assigned to the Group for the collection being invoiced.
- When finished adding items to the collection, select the OK to close the Fill Collection form.
- When finished, close the product look-up slide out.
- After adding other items, discounts, or payments, choose whether to print or email the invoice, then select Save.
Note: When the invoice is printed, the itemized selections chosen will be visible. However, only the price for the entire product bundle will be displayed to the customer.
Click the video below to view an extended version that can be paused.
Additional Information:
- To view the contents of a collection from the profile toolbar, click.
- Create a Product Prepack
- Product Profile Types